Business Services

Bookkeeping

  • Categorize Transactions: Organize and categorize financial transactions for easy tracking.

  • Monthly Reconciliations: Regularly reconcile accounts to maintain accuracy.

  • Financial Reports: Provide tailored reports monthly to help you make informed decisions

  • Tax Season Collaboration: Work directly with your tax accountant to streamline the process during tax season.

Business Coaching / Consulting

  • Strategic Planning: Monthly calls to develop business goals and strategies to achieve them.

  • Financial Management: Work through budgeting, forecasting, and cash flow management.

  • Growth Strategies: Identify and pursue opportunities for business expansion.

  • Process Improvement: Streamline workflows and boost operational efficiency.

CRM Consulting / Administration

  • System Selection: Guide you in choosing the right CRM to suit your business needs.

  • Integration: Integrate CRM systems with your current processes and tools.

  • Automation Setup: Automate routine tasks and workflows to improve efficiency.

  • Training and Support: Provide hands-on training to ensure your team can maximize CRM functionality.